- New Purchases: AGN, OI,
- Added Positions: CWH,
- Reduced Positions: LAD, ORLY, GOOGL, SCU, WLTW,
- Sold Out: CELG, AABA,
For the details of David Abrams's stock buys and sells, go to https://www.gurufocus.com/guru/david+abrams/current-portfolio/portfolio
These are the top 5 holdings of David Abrams- Lithia Motors Inc (LAD) - 2,226,068 shares, 10.17% of the total portfolio. Shares reduced by 3.21%
- PG&E Corp (PCG) - 25,000,000 shares, 8.44% of the total portfolio.
- Franklin Resources Inc (BEN) - 9,717,841 shares, 7.84% of the total portfolio. Shares reduced by 0.56%
- Allergan PLC (AGN) - 1,238,000 shares, 7.35% of the total portfolio. New Position
- Teva Pharmaceutical Industries Ltd (TEVA) - 24,046,356 shares, 7.32% of the total portfolio.
Abrams Capital Management initiated holding in Allergan PLC. The purchase prices were between $165.4 and $191.58, with an estimated average price of $180.86. The stock is now traded at around $170.88. The impact to a portfolio due to this purchase was 7.35%. The holding were 1,238,000 shares as of .
New Purchase: O-I Glass Inc (OI)Abrams Capital Management initiated holding in O-I Glass Inc. The purchase prices were between $8.5 and $11.93, with an estimated average price of $10. The stock is now traded at around $5.67. The impact to a portfolio due to this purchase was 1.81%. The holding were 4,873,968 shares as of .
Sold Out: Celgene Corp (CELG)Abrams Capital Management sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Sold Out: Altaba Inc (AABA)Abrams Capital Management sold out a holding in Altaba Inc. The sale prices were between $19.63 and $19.63, with an estimated average price of $19.63.
Here is the complete portfolio of David Abrams. Also check out:
1. David Abrams's Undervalued Stocks
2. David Abrams's Top Growth Companies, and
3. David Abrams's High Yield stocks
4. Stocks that David Abrams keeps buying
